Ifa Admin

2 weeks ago

Bury, Borough of Bury, United Kingdom Jane Deane Recruitment Limited Full time
IFA practice based in Bury require an additional administrator to complement their existing team.

Duties include:
Answering the telephone / greeting clients and preparing drinks

Preparing and issuing valuations

Issuing appointment letters

Meeting preparation - valuations, risk profiling, fund research, preparing agendas etc

Processing new business (online and via paper)

Online Transactions - fund switches, top-ups, withdrawals, rebalancing model portfolios

Dealing with day to day correspondence and managing tasks in Outlook

Collating policy information

Maintaining the company's back office system and various excel spreadsheets

Maintaining client files

Preparing and issuing Periodic Suitability Reports

Preparing Voyant cashflow analysis for client meetings

Requirements:
A minimum of 2 years working in an IFA administration role

Good communication skills

Attention to detail and the ability to write letters

Conscientious and hard-working and willing to learn

COVID-19 precaution(s):

  • Remote interview process
Work remotely

  • Temporarily due to COVID19

Job Types:
Full-time, Permanent

Salary:
Up to £26,000.00 per year

Benefits:

  • Company pension
  • Life insurance
  • Onsite parking

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

Experience:

  • IFA Administration: 1 year (required)

Work Location:
Hybrid remote in Bury

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